_An in-office, three-day-a-week hybrid schedule for a candidate local to one of our offices is preferred. A candidate who is not geographically close to one of our locations can be considered for fully remote work if this candidate has retirement plan administration expertise._ Manage a select group of qualified and nonqualified retirement plans, which may include all aspects of plan design, overseeing day-to-day administration, trust accounting, participant notices, plan documents, compliance testing, and leading a team of analysts. Continuously gain knowledge of the retirement plan industry through ongoing education. **Essential Duties and Responsibilities** + Manage and mentor analysts + Manage a select group of retirement plans + Responsible for all aspects of plan design + Oversee day-to-day administration, annual compliance testing, Form 5500 preparation, and trust accounting + Drafting participant notices and plan documents + Client relationship management ensuring high-quality deliverables + Perform project tasks independently, and direct the efforts of others + Anticipate client needs and formulate solutions to client issues + Prepare and review deliverables for accuracy and quality + Plan and lead client meetings + Provide training + Participate in prospective client proposal presentations + Manage own personal and professional development; seek opportunities for professional growth and expansion of consulting skills and experiences **Skills** + Excellent problem solving including an ability to independently research and determine strategies to solve client needs + Experience fostering client relationships + Operating standard office equipment and using required software applications, including Microsoft Office and established databases + Knowledge of the Omni recordkeeping system + Basic scripting + Experience with rate group testing, earned income calculations, and other advanced types of compliance testing + Experience with retirement plan conversions, acquisitions, and divestitures + Providing excellent customer service + Critical thinking + Communicating effectively, both orally and in writing + Perform complex compliance testing, discuss plan design, prepare annual reports, and complete DOL and IRS forms + Prioritize, work independently and drive tasks to completion + Lead project teams and function with multiple tasks and deadlines concurrently + Handle multiple ongoing projects + Conduct meetings with client senior leadership **Licenses/Certifications** + QKA or QPA designation preferred **Travel Required** + Minimal